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Vanguard Tax-Exempt Bond Index Fund

1,310 hedge funds and large institutions have $32.3B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 611 increasing their positions, 367 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $6.61M

158% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 69

66% more repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 367

11% more capital invested

Capital invested by funds: $28.9B → $32.3B (+$3.31B)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

7% more funds holding

Funds holding: 1,2291,310 (+81)

0.7% less ownership

Funds ownership: 73.3%72.61% (-0.7%)

Holders
1,310
Holders Change
+81
Holders Change %
+6.59%
% of All Funds
15.94%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.03%
New
178
Increased
611
Reduced
367
Closed
69
Calls
$45.3M
Puts
$6.61M
Net Calls
+$38.7M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$73.9M -$4.61M -91,606 -6%
SA
52
Sanctuary Advisors
Indiana
$72M +$4.45M +88,359 +7%
WPC
53
Wedmont Private Capital
Pennsylvania
$66.8M +$5.95M +118,277 +10%
FFM
54
Forum Financial Management
Illinois
$65.4M -$1.06M -21,060 -2%
BFG
55
Bleakley Financial Group
New Jersey
$58.7M +$3.28M +65,163 +6%
BBNB
56
Baker Boyer National Bank
Washington
$58.5M +$179K +3,557 +0.3%
TWM
57
Topsail Wealth Management
North Carolina
$55.6M +$559K +11,107 +1%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$55M +$28M +555,828 +103%
WFA
59
West Financial Advisors
Iowa
$54M -$3.1M -61,706 -5%
FPCP
60
Fort Point Capital Partners
California
$52.4M +$18.3M +363,519 +54%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$52.2M +$10.3M +205,315 +25%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$49.9M +$2.16M +43,008 +5%
ACA
63
Ackerman Capital Advisors
Texas
$49.3M -$373K -7,418 -0.8%
MML Investors Services
64
MML Investors Services
Massachusetts
$49.1M +$4.96M +98,572 +11%
TSW
65
Thompson Siegel & Walmsley
Virginia
$48.8M -$70.6K -1,404 -0.1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$48.2M -$5.44M -108,191 -10%
MG
67
Mather Group
Illinois
$47.4M +$2.53M +50,260 +6%
TCBWMS
68
Texas Capital Bank Wealth Management Services
Texas
$46.7M +$34.4M +683,125 +279%
G
69
GenTrust
Florida
$45.3M -$4.31M -85,749 -9%
EWA
70
EP Wealth Advisors
California
$45.3M +$45.3M +900,006 New
BHWM
71
Beaird Harris Wealth Management
Texas
$45.2M -$1.41M -28,030 -3%
FG
72
Foster Group
Iowa
$44.9M -$475K -9,434 -1%
NA
73
NewEdge Advisors
Louisiana
$44M +$5.03M +99,962 +13%
SB
74
Sunflower Bank
Texas
$44M -$1.17M -23,195 -3%
BPA
75
Beacon Pointe Advisors
California
$42.6M +$3.4M +67,480 +9%